Brown Miller Wealth Management, LLC
CIK:0001840084
Investment Adviser
$828M AUM
191 holdings
Mclean, VA, USA
Brown Miller Wealth Management, LLC is a fee-only registered investment adviser providing investment management and financial advisory services to individual and institutional investors.
Investment Strategy
Tailored investment and wealth management services based on a comprehensive discovery process, focusing on risk-appropriate, cost-effective, and tax-efficient strategies.
Top Buys
N
NVDANVIDIA CORPORATION+$6.4M
A
AAPLAPPLE INC+$5.5M
L
LLYELI LILLY & CO+$2.8M
G
GOOGLALPHABET INC+$2.2M
X
XSMOINVESCO EXCHANGE TRADED FD T+$1.9M
Top Sells
A
AMGNAMGEN INC-$2.2M
S
SPSMSPDR SERIES TRUST-$1.6M
N
NVONOVO-NORDISK A S-$942.7K
X
XLPSELECT SECTOR SPDR TR-$663.8K
B
BROBROWN & BROWN INC-$449.5K
Top Holdings
N
NVDANVIDIA CORPORATION+14.7%$51.7M
A
AAPLAPPLE INC+8.1%$28.6M
M
MSFTMICROSOFT CORP+6.0%$21.2M
J
JPMJPMORGAN CHASE & CO.+4.1%$14.3M
G
GOOGLALPHABET INC+2.2%$7.9M
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 14.66% | $51.7M | 277,307 | $15.70 | $186.58 | +$6.4M |
A AAPL | APPLE INC | 8.10% | $28.6M | 112,209 | $136.76 | $254.63 | +$5.5M |
M MSFT | MICROSOFT CORP | 6.00% | $21.2M | 40,845 | $246.69 | $517.95 | +$1.0M |
J JPM | JPMORGAN CHASE & CO. | 4.06% | $14.3M | 45,388 | $132.46 | $315.43 | +$1.2M |
G GOOGL | ALPHABET INC | 2.25% | $7.9M | 32,591 | $100.63 | $243.10 | +$2.2M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+17.8%
ELECTRONIC COMPUTERS
+8.1%
SERVICES-PREPACKAGED SOFTWARE
+6.9%
PHARMACEUTICAL PREPARATIONS
+4.7%
NATIONAL COMMERCIAL BANKS
+4.5%